5 Questions with Fidelity: Avoiding Estate Planning Mistakes | Fidelity Investments

Описание: Creating an estate plan is necessary process. To do it effectively, however, you need to make sure you consider taxes and estate laws, select the right team, communicate your plan, and more. The latest 5 Questions with Fidelity looks at the most common mistakes people make when creating an estate plan and shows you how to avoid them.

00:00 Welcome to 5 Questions with Fidelity
00:21 What are the biggest mistakes people make with estate planning?
01:36 How can you minimize gift, estate, and inheritance taxes?
03:42 How do you choose the team to execute your estate plan?
06:01 Why should you talk to your loved ones about your estate plan?
07:01 What else should you consider when estate planning?

Questions? Drop them below 👇 and we’ll reply right in the comments.

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